Passageway Financial - Accounting, Tax, & Consulting

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Fond du Lac, WI
Passageway Financial - Accounting, Tax, & Consulting

CPA-led tax and accounting for owner-operated small businesses. Tax-ready books, business & personal returns, and proactive tax planning—all handled together.
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10/28/2026

A year-end tax projection sounds like accountant homework. It's simpler than that.

We take your books through September, estimate how the last quarter is likely to go, and run the numbers the way your return will run them in the spring. The result is a close estimate of what you'll owe, months before you'd normally find out.

Then we look at what can still move it before December 31: the timing of a purchase, how you're paying yourself, what goes into retirement, what your January estimate should be.

The point isn't a perfect number. It's no surprises, and a few decisions made on purpose instead of by default.

Quarterly tax projections are part of our Silver and Gold packages.

passagewayfinancial.com/get-started

10/26/2026

Here's exactly what happens if you reach out to us, start to finish.

1. You check your monthly price on the calculator. It's based on your revenue, and it's right on the site, no call needed.
2. You fill out a short Get Started form so we know a bit about your business.
3. You book a video consultation with Trevor, our founder. You go over your business together and settle the package and scope.
4. We start onboarding, including getting your books into QuickBooks Online if they aren't there already.

No long-term contract: cancel anytime with 30 days' notice. And our 30-day satisfaction guarantee covers your first month of ongoing service.

passagewayfinancial.com/services

10/22/2026

Ask an owner why they started the business and you almost never hear "to do my own bookkeeping."

It was the freedom. Setting your own schedule. Building something that pays better than a job ever would, and one day runs without you there for every hour of it.

Somewhere along the way, Sunday nights turned into receipt nights. Payroll turned into a midweek chore. April turned into a month to dread.

Handing those off isn't about avoiding work. It's about getting back to the reason you started.

What would you do with your Sunday nights back?

passagewayfinancial.com/get-started

10/21/2026

The question comes up on a Tuesday. Can I write off the new trailer? Should the bonus go through payroll? Is this charge from the supply house right?

With a lot of accountants, that question goes into a voicemail and comes back two weeks later, if it comes back at all.

Our clients drop it in the client portal. The answer comes back in writing, from someone who already knows their books, and it's still there to find in March when it matters.

No phone tag. No digging through old texts. One place for the question, the answer and the documents.

passagewayfinancial.com/get-started

10/19/2026

Five questions to answer before December 31. Swipe through.

If you can answer all five with a number, you're in good shape for year-end. If two or more make you wince, that's normal, and there's still time.

Most of the moves that lower a tax bill have to happen inside the calendar year. That window is open for about ten more weeks.

passagewayfinancial.com/get-started

10/15/2026

A lot of accounting firms run on a hamster wheel. Slammed from January to April, buried in extensions until today, then quiet until it starts all over again.

That calendar works for the firm. It doesn't work for you. Your business doesn't stop in May, and the decisions that shape your tax bill don't get made in April.

We built Passageway to work all twelve months. Books reconciled on a set schedule. Quarterly tax planning meetings on our Silver and Gold packages. Questions answered in the client portal as they come up, not saved for next spring.

Today is the last big filing deadline of the year. For our clients, it's just a Thursday.

passagewayfinancial.com/get-started

10/14/2026

Tomorrow, October 15, is the deadline for extended personal returns.

If yours is filed, nothing is due from you this week. The next decisions that matter are the year-end ones, and there are about eleven weeks left to make them.

If yours isn't filed and you're still waiting on a K-1 from your business return, don't wait quietly. Ask whoever prepares the business return where it stands today, not tomorrow afternoon.

And if you'd rather next October were just another Wednesday: passagewayfinancial.com/get-started

10/12/2026

Q3 closed on September 30. For most owners, that's the last full quarter of numbers you'll have before the year ends.

It's worth an hour this month, because three questions decide what the rest of your year looks like:

1. Is profit tracking ahead of last year, behind it, or about even?
2. Have your estimated tax payments kept up with the profit you're actually making?
3. What does the fourth quarter usually look like for your business: a strong finish or a slow one?

Those three answers are most of a year-end tax projection. With them, you know roughly what your return will say before December 31, while there's still time to change it.

That's what October looks like for our Silver and Gold clients: Q3 reviewed, a projection in hand, and a plan for the last quarter.

passagewayfinancial.com/get-started

10/08/2026

Shawn started with zero employees. Now there are ten.

That growth was Shawn's work. Our part was the back office behind it: getting the banking set up right, planning ahead for taxes, and keeping the books clean enough to trust at every step.

That's the job, the way we see it. Keep the numbers one step ahead of the business, so the owner never has to slow down and wait for them to catch up.

See what your monthly price would be, or read more from the owners we work with: passagewayfinancial.com

10/07/2026

Every subcontractor you paid this year may need a 1099 from you by the end of January. You can't send one without their W-9.

In January, that means messaging a drywaller you used once in March and waiting on a reply that never comes.

In October, it's a ten-minute job:

1. Pull every vendor you paid this year from your books or bank feed.
2. Flag the individuals and small LLCs, not the supply houses.
3. Check which ones you already have a W-9 for.
4. Request the rest now, while the work is still fresh in everyone's mind.

Our clients don't build this list themselves. It's part of how we close out the year with them.

passagewayfinancial.com/get-started

Address

17 Forest Avenue, Ste 018
Fond Du Lac, WI
54935

Website

http://passagewayfinancial.com/

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